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Thanks to our partners Promotive and Wicked FileWhat would happen if your shop—or any business—was hit with a wage and hour audit tomorrow?The answer might shock you. For many owners, even those with the best intentions, missteps in overtime, classification, or documentation could result in penalties large enough to shut doors permanently.In this episode of Business by the Numbers, Hunt Demarest sits down with Jamie Hasty, Vice President of SESCO Management Consultants and a leading authority in employment regulation compliance. Jamie brings more than two decades of experience helping businesses navigate the complexities of wage and hour law, overtime requirements, employee handbooks, and Department of Labor audits.From California lunch breaks to discretionary bonuses, Jamie breaks down the most common pitfalls, why “intent” won't save you in court, and the proactive steps every business owner should take before regulators—or lawyers—come knocking.What You'll Learn in This Episode:(01:38) Why overtime rules haven't changed as much as the headlines suggest(03:46) The #1 financial liability most business owners overlook(08:57) How misclassifying employees—even accidentally—can cost millions(13:37) The difference between discretionary vs. non-discretionary bonuses(23:02) Why accurate timecards are your best legal defense(34:49) How to avoid the hidden dangers of generic employee handbooksIf you're a shop owner—or any employer—this conversation could be the wake-up call that saves your business.Resources:Connect with Jamie Hasty and SESCO Management Consultants: sescomgt.com jamie@sescomgt.comThanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit https://gopromotive.com/Thanks to our Partner WickedFileTurn chaos into clarity with WickedFile, the AI for auto repair shops. Transform invoices into insights, protect cash flow, and stop losing parts, cores, or credits to maximize your bottom line. visit https://info.wickedfile.com/Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop Aftermarket Radio NetworkRemarkable Results Radio...
Ellen Alphonso, CPA, is a Senior Manager at Boyum Barenscheer PLLP and a recognized expert in employee benefit plan audits, with extensive experience guiding plan sponsors through the complexities of employee benefit plan compliance. Licensed as a Certified Public Accountant in Minnesota, Ellen has led audits for retirement plans ranging from under $500,000 to over $5 billion in assets, offering a rare depth of insight across a wide spectrum of plan sizes and structures.Known for her collaborative approach and clear communication style, Ellen excels at translating technical audit findings into actionable strategies for fiduciaries and plan management. Her work emphasizes not only regulatory compliance but also the importance of accountability, transparency, and a participant-first mindset.Ellen leads Boyum Barenscheer's training initiatives for employee benefit plan audits, a vital component of the firm's ongoing compliance with its EBPAQC (Employee Benefit Plan Audit Quality Center) credentials. She also contributes her expertise as a member of the Minnesota Society of CPAs' Audits of Employee Benefit Plans Conference Task Force, helping shape educational programming for practitioners across the state. Beyond her professional work, Ellen serves as the board treasurer for In the Heart of the Beast Puppet and Mask Theater, supporting the organization's mission to foster creativity and community through the arts.In this episode, Eric and Ellen Alphonso discuss:Prioritizing specialized expertiseStrengthening audit scope and practicesAddressing common pitfallsLeveraging auditors as partnersKey Takeaways:Auditors with deep experience in employee benefit plan audits reduce errors and ensure compliance. Choosing specialists, especially for first-time audits, safeguards accuracy.Effective audits go beyond financials to include compliance checks, reconciliations, and verification of new employee contributions, building stronger systems.Errors often stem from overextended HR/payroll departments, manual processes, or system changes. Proactive integration and training minimize risks.Strong audit firms provide more than compliance—they communicate with service providers, share best practices, assist with onboarding, and support fraud prevention through security measures.“Absolute best practice I see in my superstar clients is they do reconciliations regularly and on an annual basis.” - Ellen AlphonsoConnect with Ellen Alphonso:Website: https://myboyum.com/leadership/ellen-alphonso/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ Important clarification from the podcast show dialogue: "If an ERISA plan exceeds 100 participants with an account balance but remains under 120 in perpetuity, then the plan would not require an audit for each subsequent year that it remains under 120 participants with a balance. Please verify current rules and check with your plan record-keeper, advisor, or CPA to ensure compliance with this requirement." The information and content of this podcast are general in nature and are provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date, but may be subject to change.It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design, or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.
Medicare Advantage plans are about to face unprecedented scrutiny as the Centers for Medicare & Medicaid Services (CMS) implements a dramatically expanded approach to RADV audits. Starting in 2025, every Medicare Advantage plan will be subject to contract-level RADV audits—a significant departure from the historical approach of randomly selecting 60 plans annually. During this 17-minute podcast, Deborah Curry, risk adjustment programs director at Medical Mutual. breaks down the critical changes that compliance teams need to prepare for immediately. She offers practical strategies for surviving this new audit environment, emphasizing the importance of designated backup personnel, weekly progress huddles, and careful oversight of vendors retrieving medical records. Whether you're already facing a RADV audit or preparing for the inevitable, this episode provides essential guidance for navigating CMS' aggressive new approach. For deeper insights, join RISE in Tampa, Fla. on October 21-23 for the 26th Risk Adjustment Forum, where Curry will be sharing additional strategies for RADV readiness.About Deborah CurryDeborah Curry, risk adjustment programs director, Medical Mutual, joined Paramount Healthcare in May 2013 and oversees the Risk Adjustment, Coordination of Benefits, and Subrogation departments. Prior to her position with Paramount, she had 21 years' experience working with the State of Ohio workers' compensation program, both for the government and a contracted managed care organization. She came to Paramount with extensive knowledge in medical coding, provider billing and education, Medicare payment methodologies, quality assurance, and regulatory compliance.Curry attended The University of Toledo for both her undergraduate and graduate degrees and currently holds a Master of Business Administration with major in Healthcare Systems Management. She is an active member of the American Health Information Management Association (AHIMA) and is a Registered Health Information Administrator (RHIA) and Certified Coding Specialist, physician based (CCS-P).Curry is also an active member of the America Academy of Professional Coders (AAPC) and is a Certified Risk Adjustment Coder (CRC). She holds certificates as a Risk Adjustment Practitioner (RAP) and Advanced HCC Auditor (AHCCA and serves as a Board Member of the University of Toledo Health Information Administration Advisory Board, Health and Human Services Alumni Affiliate at The University of Toledo, and Health Information Technology Advisory Committee at Owens Community College.About the Risk Adjustment ForumRISE's Risk Adjustment Forum is designed for leaders in risk adjustment, coding, compliance, finance, and analytics across Medicare Advantage, Medicaid, Affordable Care Act, and commercial plans. The three-day event, which will take place Oct. 21-23 at the Grand Hyatt Tampa Bay, will tackle RADV audit ramp‑up and extrapolation, the Big Beautiful Bill Act, V28/RxHCC shifts, internal audit design, and CDI.
In dieser zweiten Runde tauchen Denise und Katarzyna Kallus noch tiefer in das Thema Audits und Inspektionen ein. Gemeinsam gehen sie detailliert durch den Prozess, geben praktische Tipps und haben bewährte Anleitungen dabei. Wenn du wissen möchtest, wie du dich optimal auf Audits und Inspektionen vorbereiten kannst und welche Strategien dir dabei helfen, sicher durch den Prozess zu kommen, ist diese Folge mit dem "Audit-Survival-Guide" genau richtig für dich!
What if your portfolio could help advance justice, compassion, and human flourishing?Aligning your investments with your faith isn't just about avoiding harm—but actively shaping the world around them for good. Stella Tai joins us to talk about how investors are putting their values to work in the marketplace.Stella Tai is the Stewardship Investing Impact and Analysis Manager for Praxis Investment Management, an underwriter of Faith & Finance.Faith-Based Investing in Action: Praxis' 2024 Impact ReportFor many believers, investing isn't just about building wealth—it's about aligning financial decisions with faith values. Praxis Investment Management, a pioneer in faith-based investing since 1994, continues to demonstrate how Christians can utilize their investments to promote justice, compassion, and tangible change in the world. In its latest Impact Report, Praxis highlights how investor dollars are transforming communities and influencing some of the world's largest companies.Shaping a more just and compassionate world is something that's important to many investors, particularly those of faith. Praxis' annual report reveals where the money goes and how it's used, inspiring others to view their investments as powerful tools for making a difference.Praxis organizes its efforts around seven “impact strategies,” which support underserved communities, promote responsible business practices, and bring faith into everyday financial decisions.Speaking Truth to Power: Shareholder AdvocacyOne highlight of the report is Praxis's work in shareholder advocacy with global brands like Nike.Nike employs over a million people worldwide, many of whom are based in vulnerable regions. Praxis is part of a coalition pushing for stronger human rights protections in the supply chain, including safeguards against wage theft and exploitation. Every worker deserves to have their God-given dignity respected.Praxis is also collaborating with companies such as Coca-Cola and Nestlé to address child labor and wage theft in the global sugar supply chain, advocating for third-party audits and increased transparency.Positive Impact Bonds: Financing ChangeBeyond advocacy, Praxis invests in bonds that directly benefit communities. Recent purchases include:World Bank IDA Program Bonds, targeting extreme poverty with measurable results.Green and Sustainable Bonds from Freddie Mac, which expand affordable housing and environmental stewardship.These investments generate jobs, improve access to healthcare, and help communities thrive—all while providing competitive financial returns.Real Stories of TransformationPraxis' report also shares stories of hope, such as the expansion of Always Keep Progressing, a Miami therapy center that serves children with special needs. Through investment partnerships, the clinic now helps more than 400 families.This is redemptive investing in action. It's about fostering human flourishing, not just financial gain.Praxis also partners with Community Development Financial Institutions (CDFIs) and credit unions that serve neighborhoods often overlooked by traditional banking systems. These organizations offer small business loans, enhance access to healthcare, and provide support to underserved rural and urban areas.Whether here in the U.S. or abroad, CDFIs are helping communities gain access to capital and create opportunities.The Momentum of Faith-Based InvestingMore Christians are realizing that their portfolios can reflect their values.Scripture calls us to care for the poor, the widow, the orphan, and the foreigner. When our faith aligns with our financial actions, even small changes can move markets toward justice.This includes proxy voting, which Praxis views as a form of corporate discipleship—using investor influence to advocate for fair labor, environmental stewardship, and other critical issues.How to Get StartedStart by asking yourself a simple but important question: “Do my investments reflect my faith values?” If the answer is no—or you're not sure—consider talking with a financial professional who understands faith-based investing. Every investor, whether managing a little or a lot, can play a role in shaping a redemptive economy. That's why we recommend connecting with a Certified Kingdom Advisor (CKA). To find one near you, visit FaithFi.com and click “Find a Professional.”Praxis' Impact Report offers practical insights and inspiring stories of transformation. You can access it at PraxisInvests.com, along with quarterly updates and resources to help you make informed, faith-driven investment decisions.On Today's Program, Rob Answers Listener Questions:I'd like to set up a trust that distributes money to my children monthly after my death, rather than giving them a lump sum. How is a trust manager typically compensated? Are they paid with each monthly distribution, or do they take a percentage?I'm 71, retired, and using a managed account to supplement my retirement income by withdrawing about 4.2% annually. Is this a wise approach for sustaining my retirement, or should I consider other strategies?I just turned 66 and plan to file for Social Security soon. My goal is to be debt-free by the time I retire. Should I use my Social Security benefits over the next couple of years to pay off my mortgages so I can enter retirement without debt?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Praxis Investment ManagementWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.
In this episode of Disruption Interruption, host KJ sits down with Karthik Manimozhi, Chief Growth Officer at MindBridge, to discuss the transformation of finance and auditing through human-centric AI. From the limitations of traditional sampling audits to the promise of AI-driven transparency, Karthik shares insights from his journey as a FinTech entrepreneur and offers a vision for a future where technology and human expertise work hand-in-hand to drive meaningful change in business and society. Key Takeaways: [4:00] - The End of Sampling in AuditsTraditional audit sampling only reviews a small fraction of data, leading to missed issues. AI now enables analysis of 100% of financial data, increasing trust and transparency. [10:20] - Human-Centric AI: Augment, Not ReplaceAI should empower people, not replace them. The future is about using AI to solve complex problems and enable small teams to manage massive operations. [36:45] - Digital Readiness is CriticalOnly 20% of finance organizations are currently digital-ready; this must reach 50% by 2030 for meaningful change. Upskilling and embracing new technology are essential. [29:00] - AI Democratizes OpportunityAI is not just for large enterprises—no-code platforms and accessible tools are unlocking value for small businesses and addressing global challenges like education and healthcare. Quote of the Show (31:38):"Artificial intelligence is an Iron Man suit on your conventional systems. You can still keep your data, your processes in the same place, and now you can collate all of them and create that unified view." - Karthik Manimozhi Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Karthik Manimozhi: LinkedIn: https://www.linkedin.com/in/karthikmanimozhi Company websites: MindBridge , mindbridge.ai How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.
Bruce and Gaydos wonder why the Department of Child Safety did not implement recommendations based on a series of audits between 2016 and 2021.
The report found the Arizona Department of Child Safety (DCS) had not fully implemented 42 of 58 recommendations from six special audits that were issued between 2016 to 2021.
Innovation comes in many areas and compliance professionals need to not only be ready for it but embrace it. Join Tom Fox, the Voice of Compliance as he visits with top innovative minds, thinkers and creators in the award-winning Innovation in Compliance podcast. In this episode, host Tom Fox visits with Lori Crooks, a seasoned professional in the field of cybersecurity and audit assessments, to discuss the evolution of auditing practices from physical infrastructure to cloud and AI. Lori shares insights from her extensive career, highlighting key federal compliance frameworks like NIST 800-53, FedRAMP, and NIST 800-171. Lori stresses the importance of proactive compliance strategies and scalable GRC programs. As AI integration accelerates, she also touches on the challenges of adjusting compliance frameworks to keep pace with technological advancements, and the necessity of fostering collaboration within organizations to meet regulatory requirements effectively. Key Highlights Federal Auditing Frameworks Proactive Compliance Strategies Scalable GRC Programs AI and Compliance Landscape Future of Auditing in the Age of AI Resources Lori Crooks on Linkedin Cadra Tom Fox Instagram Facebook YouTube Twitter LinkedIn Check out my latest book Upping Your Game-How Compliance and Risk Management Move to 2023 and Beyond, available from Amazon.com. Innovation in Compliance was recently honored as the number 4 podcast in Risk Management by 1,000,000 Podcasts.
The VA launched a centralized operations center to improve how it handles military sexual trauma claims but a new Inspector General report says the effort brought minimal change. And with VA staffing levels shrinking, the risks to claim accuracy and timely support are only growing. Here to break down what went wrong and what it means for veterans counting on the system to work is the Deputy Assistant Inspector General for Audits and Evaluations at the Department of Veterans Affairs Office of the Inspector General, Brent Arronte.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
As summer fades and fall begins, I'm sharing three tools to help you finish the year steady, clear, and grounded. This isn't about cramming in last-minute goals or chasing copy-paste routines. It's about stripping back to what's essential and moving with intention. Fall reminds us that letting go makes space for what's next. Do the work now, so you don't drift into chaos later.
In this episode of Crazy Wisdom, host Stewart Alsop sits down with Juan Samitier, co-founder of DAMM Capital, for a wide-ranging conversation on decentralized insurance, treasury management, and the evolution of finance on-chain. Together they explore the risks of smart contracts and hacks, the role of insurance in enabling institutional capital to enter crypto, and historical parallels from Amsterdam's spice trade to Argentina's corralito. The discussion covers stablecoins like DAI, MakerDAO's USDS, and the collapse of Luna, as well as the dynamics of yield, black swan events, and the intersection of DeFi with AI, prediction markets, and tokenized assets. You can find Juan on Twitter at @JuanSamitier and follow DAMM Capital at @DAMM_Capital.Check out this GPT we trained on the conversationTimestamps00:05 Stewart Alsop introduces Juan Samitier, who shares his background in asset management and DeFi, setting up the conversation on decentralized insurance.00:10 They discuss Safu, the insurance protocol Juan designed, and why hedging smart contract risk is key for asset managers deploying capital in DeFi.00:15 The focus shifts to hacks, audits, and why even fully audited code can still fail, bringing up historical parallels to ships, pirates, and early insurance models.00:20 Black swan events, risk models, and the limits of statistics are explored, along with reflections on Wolfram's ideas and the Ascent of Money.00:25 They examine how TradFi is entering crypto, the dominance of centralized stablecoins, and regulatory pushes like the Genius Act.00:30 DAI's design, MakerDAO's USDS, and Luna's collapse are explained, tying into the Great Depression, Argentina's corralito, and trust in money.00:35 Juan recounts his path from high school trading shitcoins to managing Kleros' treasury, while Stewart shares parallels with dot-com bubbles and Webvan.00:40 The conversation turns to tokenized assets, lending markets, and why stablecoin payments may be DeFi's Trojan horse for TradFi adoption.00:45 They explore interest rates, usury, and Ponzi dynamics, comparing Luna's 20% yields with unsustainable growth models in tech and crypto.00:50 Airdrops, VC-funded incentives, and short-term games are contrasted with building long-term financial infrastructure on-chain.00:55 Stewart brings up crypto as Venice in 1200, leading into reflections on finance as an information system, the rise of AI, and DeFi agents.01:00 Juan explains tokenized hedge funds, trusted execution environments, and prediction markets, ending with the power of conditional markets and the future of betting on beliefs.Key InsightsOne of the biggest risks in decentralized finance isn't just market volatility but the fragility of smart contracts. Juan Samitier emphasized that even with million-dollar audits, no code can ever be guaranteed safe, which is why hedging against hacks is essential for asset managers who want institutional capital to enter crypto.Insurance has always been about spreading risk, from 17th century spice ships facing pirates to DeFi protocols facing hackers. The same logic applies today: traders and treasuries are willing to sacrifice a small portion of yield to ensure that catastrophic losses won't wipe out their entire investment.Black swan events expose the limits of financial models, both in traditional finance and crypto. Juan pointed out that while risk models try to account for extreme scenarios, including every possible tail risk makes insurance math break down—a tension that shows why decentralized insurance is still early but necessary.Stablecoins emerged as crypto's attempt to recreate the dollar, but their design choices determine resilience. MakerDAO's DAI and USDS use overcollateralization for stability, while Luna's algorithmic model collapsed under pressure. These experiments mirror historical monetary crises like the Great Depression and Argentina's corralito, reminding us that trust in money is fragile.Argentina's history of inflation and government-imposed bank freezes makes its citizens uniquely receptive to crypto. Samitier explained that even people without financial training understand macroeconomic risks because they live with them daily, which helps explain why Argentina has some of the world's highest adoption of stablecoins and DeFi tools.The path to mainstream DeFi adoption may lie in the intersection of tokenized real-world assets, lending markets, and stablecoin payments. TradFi institutions are already asking how retail users access cheaper loans on-chain, showing that DeFi's efficiency could become the Trojan horse that pulls traditional finance deeper into crypto rails.Looking forward, the fusion of AI with DeFi may transform finance into an information-driven ecosystem. Trusted execution environments, prediction markets, and conditional markets could allow agents to trade on beliefs and probabilities with transparency, blending deterministic blockchains with probabilistic AI—a glimpse of what financial Venice in the information age might look like.
A Ottawa Pride parade was cancelled after anti-Israel activists blockaded the march. Most of Alberta's 44 First Nations have not publicly released financial audits for several years. A BC Court of Appeal overturned a lenient community-based sentence for a non-citizen who allegedly stabbed a stranger without provocation. Tune into the Daily Brief with Cosmin Dzsurdzsa and Geoff Knight! Learn more about your ad choices. Visit megaphone.fm/adchoices
In der heutigen Ausgabe haben wir wieder ein Retail Media Spezial und Max spricht mit Miguel Strobel - Gründer und Geschäftsführer von watersky digital. Miguel und sein Team beraten seit 2018 Brands und bieten sogenannte e-commerce sowie digital marketing audits an, die bei Distributions- und Investment-Entscheidungen helfen. Zu diesen Audits zählt auch das Thema Retail Media, weshalb Miguel heute in die Show geholt wurde.Miguel erklärt seine Leistung und welche konkreten Analysen im Rahmen seiner Audits zu welchen Entscheidungen führen, was sie sich im Bereich Retail Media genau ansehen, welche Herausforderungen er im Markt sieht, wie sich der Online-Handel inklusive Retail Media weiterentwickeln wird, und vieles vieles mehr. Retail Media ist die Schnittstelle zwischen eCommerce und Marketing, daher sind Miguel und Max auch mal in die eine oder andere Richtung ausgeschweift. Es war ein sehr erkenntnisreicher und kurzweiliger Austausch, teilweise fast schon etwas nerdy, und somit genau richtig für den 100-tausendsten e-Commerce und Marketing Podcast - hört selbst!(00:00) Intro(01:53) Vorstellung Miguel & Watersky Digital(03:59) Aktive Märkte(05:07) Kunden - Online vs. Offline(05:53) eCommerce Segmentierung(09:13) Metriken & KPIs(12:36) Operative Tätigkeiten als Beratung(13:57) Digital Marketing Audits(18:37) Kunden-Case(22:37) Retail Media Services(27:28) Verschiebung von Retail Media Budgets(32:47) Verfügbarkeit von Placements & Strategien(36:03) Unterschiede auf regionaler und globaler Ebene(44:18) Änderungen in der Investmentlogik(48:49) Miguel's Einschätzung zu MarktentwicklungenÜber Miguel Strobel> Miguel Strobel auf LinkedInMax & Kristina auf LinkedIn> Max Rottenaicher> Kristina MertenswieCommerce? Social Links> LinkedIn> Weitere PlattformenCreditsLogo Design: Naim SolisIntro & Jingles: Kurt WoischytzkyFotos: Stefan GrauIntro-Video: Tim Solle
Reena Van Aalst and I are back on the couch - this time live from the Gold Coast. From a committee asking owners to ignore the Design & Building Practitioners Act, to the insurance claim settled for over $300K, we're diving into the week's biggest challenges.
If you're an independent musician in 2025, your online footprint is your career. Not your latest gig. Not your new single. Not even your merch table.It's how people find you, remember you, and decide whether to care about you. But here's the problem: most indie artists are flying blind. They're throwing songs into the void of Spotify, posting random updates on Instagram, and hoping something sticks. There's no real strategy, no funnel, no way to see whether their marketing is actually working. http://www.makingascene.org
Welcome to Automating Quality, the life sciences–focused show that bridges the gap between automation and quality management. In today's episode, our host Philippe welcomes Jim Ferguson, President and Owner of NuQual Consulting. With over 25 years of experience in the life sciences industry, Jim brings deep expertise in supplier quality and compliance. Together, they dive into the world of internal audits — how they can be used not only to maintain compliance but also to proactively identify and resolve potential observations before a regulatory inspection takes place. Key Takeaways 01:22 Introducing today's guest, Jim Ferguson from NuQual Consulting 02:18 What quality-focused events has Jim been attending lately? 04:30 How can internal audits help organizations prepare for regulatory inspections or other types of audits? 07:25 What is the value of outsourcing internal audits? 08:35 How can companies ensure that audit findings actually lead to meaningful changes? 12:57 What does a strong response to internal audit findings look like? 17:30 What are some common pitfalls organizations tend to overlook during internal audits? Contact Jim at https://nuqualconsulting.ca/ Contact us at solabs-podcast@solabs.com
In dieser Folge spreche ich mit Melanie Möller, QM-Beauftragte beim Diakonischen Werk im Kirchenkreis Recklinghausen und Zertifizierungsauditorin für ISO 9001 und AZAV, über die Reifegrade von QM-Systemen – vom „Zertifikat an der Wand“ bis zum gelebten Managementsystem. Wir gehen der Frage nach: Woran erkennt man den Reifegrad einer Organisation? Was macht ein gutes QM-System aus – und was hält es klein? Wie man aus der Falle „gefangen im eigenen QM-System“ ausbricht. Highlights der Episode: Humorvolle Beispiele: „Alles ist QM“ – sogar der Müllplan zu Hause. Rolle QMB: Dienstleister für die Organisation, nicht nur „Schreiberling“. Offene Fehler- und Verbesserungskultur als Erfolgsfaktor. Typische Missverständnisse in der ISO 9001-Umsetzung. Reifegrad-Stufen: Papier-QM, stets bemüht, gelebtes System. Für wen ist die Episode spannend? Für QMBs, Auditor:innen, Führungskräfte und alle, die ihr QM-System vom Formalismus hin zu echter Wirksamkeit entwickeln wollen. Links zur Folge: LinkedIn-Profile von Melanie Möller und Stephan Joseph Lev-Akademie – Video-Selbstlernkurse von Stephan Joseph Kontakt bei Fragen: mail@lev-akademie.de Artikel: Ungeahnte Freiheitsgrade bei Audits Podcast: Interne Audits – mit Jan Jörgensmann Kontakt zu Stephan Joseph: www.joseph-beratung.de
In this episode of Talking Industrial Automation, host Lisa Richter welcomes Bud Weightman—President of Qualified Specialists International (QSI) and a seasoned expert with over 35 years in quality management, auditing, and standards consulting. Bud takes us inside his journey from launching QSI in 1989 to auditing high-stakes offshore drilling operations around the globe. He explains the importance of risk-based auditing, why cookie-cutter systems fall short, and how custom, standards-driven solutions help companies improve performance, safety, and compliance. You'll also learn about the value of CSIA certification, the connection between intuition and successful audits, and what sets Bud's approach apart in an industry built on trust, evidence, and continuous improvement. P.S. The Show is always looking for guests! You do need to be part of a company that is a CSIA member with a Gold profile or higher on the CSIA Industrial Exchange but other than that, you are welcome to join this show. Contact Lisa Richter if you are interested. (Linkedin here)
The Honorable Cheryl L. Mason was confirmed by the Senate as the inspector general of the VA on July 31, 2025, and shortly after being sworn in, took up her leadership of the VA OIG on August 4. IG Mason previously served as the chairman of the Board of Veterans' Appeals at VA. For more information on IG Mason, see her bio. In July 2025, the VA OIG published 18 reports that included 101 recommendations. Report topics included a review of VBA's planning and implementation of the Military Sexual Trauma Operations Center and its governance structure for processing these types of claims. Another healthcare inspection examined deficiencies in care at the Batavia Community Living Center that contributed to a resident's death at the VA Western New York Healthcare System in Buffalo. On Capitol Hill, Shawn Steele, director of the human capital and operations division for the Office of Audits and Evaluations, testified on July 22 at a hearing before the Subcommittee on Oversight and Investigations of the House Veterans' Affairs Committee (HVAC). His testimony focused on the OIG's findings in a recent report on deficiencies in VA's oversight of recruitment, retention, and relocation incentive payments. VA OIG investigative efforts contributed to the indictment of 11 members of a transnational criminal organization who submitted billions in fraudulent claims to federal and private health insurance programs for durable medical equipment that was never prescribed or issued to the beneficiaries. In addition, a veteran pleaded guilty in Florida to VA disability compensation benefits fraud as the result of a proactive investigation. The loss to VA is about $1.1 million. Related Reports: Implementation of a Military Sexual Trauma Operations Center Resulted in Minimal Change Despite Planned Intent to Improve Claims-Processing Accuracy Deficiencies in Care at the Batavia Community Living Center Contributed to a Resident's Death at the VA Western New York Healthcare System in Buffalo Failures Related to the Care and Discharge of a Patient and Leaders' Response at the VA New Mexico Healthcare System in Albuquerque
Progress Report: Deceased Medicaid Beneficiaries: Data Analytics Manager Chris Magee recaps a new LLA report that analyzes the progress made by the Louisiana Department of Health with its processes to identify and remove Medicaid coverage for beneficiaries who are deceased and therefore no longer qualify for the state's Medicaid program. | https://LLA.La.gov/go/podcast
The head of the IRS said WHAT?! Listen to this episode to learn more about Billy Long and his goals! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube: / @loganallec -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit: / taxrelief
Every SPD tech knows the feeling: the tray wasn't right, and now everything's running behind. But what if one small check could stop the chaos before it begins? On this episode of Beyond Clean's Planet Assembly, we're joined by Dr. Timothy Hurtado and Tori Ruiz, the dynamic duo behind the first-place HSPA poster presentation that tackled tray defects head-on with the power of a second look. From high-risk trays to surprising data trends, Timothy and Tori share how one small idea—and a few simple audits—sparked a culture shift and grew into a scalable, successful QA program across multiple sites. Their story is proof that quality improvement doesn't have to be complicated to make a big impact—and if you're looking for a practical, proven way to reduce errors and rally your team around quality, this is one episode you don't want to miss. Season 29 of Beyond Clean releases under the 1 Episode = 1 CE delivery model. After finishing this interview, earn your 1 CE credit immediately by passing the short quiz linked here: https://www.flexiquiz.com/SC/N/episode29-05 Visit our CE Credit Hub at https://www.beyondcleanmedia.com/ce-credit-hub to access this quiz and over 350 other free CE credits. #BeyondClean #SterileProcessing #Podcast #Season29 #PlanetAssembly #Audits #QualityChecks #Data #QualityAssurance
QFF: Quick Fire Friday – Your 20-Minute Growth Powerhouse! Welcome to Quick Fire Friday, the Grow A Small Business podcast series that is designed to deliver simple, focused and actionable insights and key takeaways in less than 20 minutes a week. Every Friday, we bring you business owners and experts who share their top strategies for growing yourself, your team and your small business. Get ready for a dose of inspiration, one action you can implement and quotable quotes that will stick with you long after the episode ends! In this episode of Quick Fire Friday, host Rob Cameron speaks with Harriet Mellor, founder of Your Sales Co, joins the podcast to share how she helps small businesses unlock major revenue growth through strategic sales enablement. With a background in tech and cybersecurity, Harriet dives into how deep-dive sales audits, reignite campaigns, and clear messaging frameworks can lead to a 300% increase in revenue. She emphasizes the importance of qualifying leads properly, following up with intent, and building personalized sales processes. Harriet also highlights common mistakes small teams make and how consistent activity tracking can change the game. Her practical, people-focused approach makes sales strategy accessible and effective for growing businesses. Key Takeaways for Small Business Owners: Start with a Sales Audit: Get a clear picture of how your team communicates, qualifies leads, and follows up—this diagnostic is the foundation for smarter strategy. Reignite Past Opportunities: Don't ignore old leads. Revisit past prospects with improved messaging and a consistent follow-up process to uncover hidden revenue. Messaging Matters: If people don't quickly understand what you do, you're losing business. Use clear, relatable language to explain your offering confidently. Our hero crafts outstanding reviews following the experience of listening to our special guests. Are you the one we've been waiting for? Don't Over-Propose, Qualify More: Most businesses jump to proposals too fast. Spend more time understanding the prospect's real pain before pitching a solution. Follow-Up Like a Pro: One follow-up isn't enough. Use structured sequences across email, phone, and LinkedIn to stay top of mind and close more deals. Track Activity, Not Just Results: Monitor sales activities like calls, meetings, and outreach—not just revenue—to catch issues early and keep your pipeline healthy. One action small business owners can take: According to Harriet Mellor, one action small business owners can take is to implement a structured follow-up process after every sales conversation—by setting the next meeting before ending the current one, they can maintain momentum and avoid losing warm leads. Do you have 2 minutes every Friday? Sign up to the Weekly Leadership Email. It's free and we can help you to maximize your time. Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.
The Green Impact Report Quick take: Herbert Koomson reveals how waste audits uncover 50% recyclable materials hiding in trash streams and why the future of sustainability messaging isn't about saving the planet—it's about saving your bottom line. Meet Your Fellow Sustainability Champion Herbert Koomson transitioned from engineering to sustainable design at West Virginia University, where Professor Chris Haddix guided him to pass the LEED GA exam before graduation. He began his sustainability career with the NYC Department of Sanitation, educating major restaurant chains about commercial organics rules. Currently at RTS, he conducts waste audits throughout North America, helping clients achieve higher diversion rates through data-driven strategies. Herbert is also a coffee connoisseur, wrestling fan, and proud New Yorker who believes in making sustainability accessible rather than preachy.
You'd expect the Department of Veterans Affairs to lead on accessibility, given the community it serves. But a recent report from the VA's Office of Inspector General found that just four out of 30 sampled IT systems met federal accessibility standards under Section 508. The findings raise serious questions—not just for the VA, but for every agency building digital tools for the public. Joining me with the details on what went wrong, and how the department is working to get it right is Deputy Assistant Inspector General for Audits and Evaluations, Daniel Morris See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
From 2023 to 2024, ransomware has seen a 67 percent jump, with an average payment of $2 million and another $2.7 million in recovery costs for most companies that are hit by an attack. Fortunately, there are multiple steps businesses can take to lower the risk of being a victim. In this episode, Adam Keown, global CISO at Eastman, joins host Heather Engel to discuss security audits and how they can help organizations across the globe stay cyber safe. • For more on cybersecurity, visit us at https://cybersecurityventures.com
In Part 2 of The Mike Drop podcast with Mike Ritland, David Packouz dive deeper into the wild world of government contracting and the real story behind War Dogs. David peels back the curtain on the Hollywood exaggerations, sharing what really happened with the infamous $300 million Afghan contract, his partnership with Efraim Diveroli, and the shady dealings that led to their downfall. From Albanian mob connections to high-stakes risks, this episode uncovers the gritty truth of their arms-dealing ventures and how David turned his experiences into War Dogs Academy. Stay tuned for an unfiltered look at ambition, betrayal, and lessons learned the hard way! Learn more about your ad choices. Visit podcastchoices.com/adchoices
One sure way to lose sleep? Getting notified that your practice is being audited by an insurance company. What would you do if that happened to you? This week on Dentistry Unmasked, David and Pam sit down with attorney Justin Withrow, who specializes in guiding dentists through the complexities of insurance audits. From understanding what makes you a target to knowing exactly what to do (and what not to do) when the notice arrives, this episode is packed with insights that could save you serious time, money, and stress. If you're in-network with any insurance plan, you can't afford to miss this one!
Get your FREE Cybersecurity Salary Guide: https://www.infosecinstitute.com/form/cybersecurity-salary-guide-podcast/?utm_source=youtube&utm_medium=podcast&utm_campaign=podcastWill Sweeney, founding and managing partner of Zaviant, joins the Cyber Work Podcast to discuss the evolving landscape of data privacy and GRC (governance, risk and compliance). With experience overseeing complex information security audits for Fortune 100 companies, Will shares insights on everything from the key differences between security auditing and implementation to whether privacy regulatory frameworks will continue multiplying or begin consolidating. He offers practical advice for GRC aspirants, emphasizing the importance of understanding core security processes rather than getting lost in framework structures. Will also discusses the challenges of starting a consultancy practice and provides valuable career guidance for those looking to transition into the data privacy and compliance space.0:00 - Intro1:15 - Cybersecurity Salary Guide promo2:30 - Will Sweeney and his early tech background6:45 - Building his first high school website9:20 - Career pivot from IT to data privacy and GRC12:15 - Audit vs. implementation: Understanding the difference16:30 - Starting Zaviant and the GDPR opportunity20:45 - Current challenges in data privacy compliance24:10 - Common security gaps companies overlook28:30 - Breaking into GRC: Skills and career advice32:45 - Starting a consultancy: Hidden challenges36:20 - The future of privacy regulations and AI impact40:15 - Career advice for help desk professionals41:30 - Closing thoughtsView Cyber Work Podcast transcripts and additional episodes: https://www.infosecinstitute.com/podcast/?utm_source=youtube&utm_medium=podcast&utm_campaign=podcastAbout InfosecInfosec's mission is to put people at the center of cybersecurity. We help IT and security professionals advance their careers with skills development and certifications while empowering all employees with security awareness and phishing training to stay cyber-safe at work and home. More than 70% of the Fortune 500 have relied on Infosec to develop their security talent, and more than 5 million learners worldwide are more cyber-resilient from Infosec IQ's security awareness training. Learn more at infosecinstitute.com.
Send us a textSchedule an Rx AssessmentSubscribe to Master The MarginOut of all the hats that pharmacy owners need to wear, advocacy is arguably one of the most important. Yet too many pharmacy owners underestimate their ability to influence meaningful change.So how can pharmacy leaders advocate effectively and ensure their voices are heard in critical policy discussions?In this episode of The Bottom Line Pharmacy Podcast, Scotty Sykes, CPA, CFP®, and Bonnie Bond, CPA, sit down with Dr. Cole Sandlin, PharmD and Owner of Fred's Pharmacies to break down: The key takeaways from the pharmacy fly-inHow bipartisan support is driving momentum for pharmacy initiativeThe role of AI in strengthening pharmacy operationsAnd more!More About Our Guest:Cole Sandlin, PharmD is a 2008 graduate of Samford University McWhorter School of Pharmacy and the owner of Fred's Pharmacy in Hamilton, Alabama.Growing up in Hamilton, his grandfather, Fred C. Sandlin, founded Fred's Pharmacy in 1951. Cole's father, Fred Jr., took over from his dad and in 2014 Cole and wife Jill bought the pharmacy from his dad. Learn more about Cole and Fred's Pharmacies:Cole Sandlin LinkedInFred's Pharmacies WebsiteFred's Pharmacies InstagramStay connected with us:FacebookTwitterLinkedInScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP Twitter More Resources on these Topics:Podcast – The One Big, Beautiful BillPodcast – Driving Independent Pharmacy Profitability in 2025Podcast - AI, Audits, & Advocacy: The Pharmacy Survival GuidePodcast - Pharmacy Advocacy: Going Beyond Patient Care for Your Community
This week, Jazmin talked to us about an audit of the Department of Education and Robert talked to us about issues surrounding a data center in Oldham County.
What exactly is bookkeeping and why does it matter so much for your business? In this episode, Danielle Hayden, reformed corporate CFO and CEO of Kickstart Accounting, Inc., breaks down the basics of bookkeeping, explains how it supports your growth, and shares the real-life benefits of staying on top of your numbers. Whether you're just starting out or scaling fast, this is foundational knowledge every business owner needs. Key Takeaways: Bookkeeping Is Your Business's Financial Foundation: It's all about recording and organizing every transaction—sales, expenses, and everything in between—so you can make smart, informed decisions. Cash-Basis Accounting Is Usually the Right Fit for Small Businesses: Unlike big corporations, most small business owners don't need complex systems. Recording transactions when cash hits or leaves your bank account keeps things simple and clear. Timely Bookkeeping Saves You Time, Money, and Stress: When your books are current, you can avoid overpaying in taxes, make better business decisions, and skip the last-minute scramble at tax time. Accurate Books Protect You in Audits and Increase Your Business's Value: Clean records mean you're IRS audit-ready, and if you ever need to sell or get a valuation, your bookkeeping can directly impact your bottom line. As the CEO, You're Still Responsible: Even with a bookkeeper, it's your job to communicate business changes and review your reports regularly. That's how you turn numbers into growth. Special Note for S-Corp Owners: You must have accurate financials to file correctly and stay compliant. That means both income statements and balance sheets—don't skip this step! Topics Discussed: (00:29 – 01:33) What is Bookkeeping and Why Does It Matter? (01:34 – 03:59) The Difference Between Small Business and Corporate Bookkeeping (04:00 – 08:26) The Benefits of Accurate, Up-to-Date Bookkeeping (08:27 – 09:09) Why Cash Balance Is Not the Full Financial Picture (09:09 – 09:43) Special Considerations for S-Corp Owners (10:19 – 12:37) The Importance of Taking Responsibility for Tracking Your Numbers as a Business Owner Book a Call with Kickstart Accounting, Inc.: https://www.kickstartaccountinginc.com/book Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks Facebook | https://www.facebook.com/kickstartaccountinginc
Each month, the VA Office of Inspector General publishes highlights of our oversight reports, congressional testimony, and investigative work. In June 2025, the VA OIG published nine reports that included 81 recommendations. Report topics varied from an evaluation of VA's governance of recruitment, relocation, and retention incentives awarded for VHA positions to mental health inspections of the VA Salem Healthcare System in Virginia and the VA Philadelphia Healthcare System in Pennsylvania. On Capitol Hill, Jennifer McDonald, PhD, director of the Community Care Division for the Office of Audits and Evaluations, testified on June 11 before the House Veterans' Affairs' Subcommittee on Oversight and Investigations. Her testimony focused on the impact of VHA's pause in using its Program Integrity Tool—a system that consolidates community care payment data that is used, in part, to determine if veterans or their private insurance companies should be billed for care that is not connected to injuries or conditions related to their military service. She also highlighted the OIG's work that identified deficiencies in how VA plans, implements, and remediates identified weaknesses in information technology modernization efforts. VA OIG investigative efforts resulted in the conviction of a chief executive officer of a healthcare software company for a billion-dollar fraud conspiracy. Meanwhile, VA OIG investigative efforts in Louisiana led to the sentencing of two individuals for fraudulently obtaining federal pandemic relief loans. Related Reports: Recruitment, Relocation, and Retention Incentives for VHA Positions Need Improved Oversight Mental Health Inspection of the VA Salem Healthcare System in Virginia Mental Health Inspection of the VA Philadelphia Healthcare System in Pennsylvania
With Parliament sitting once again, Mark Mitchell and Ginny Andersen joined Heather du Plessis-Allan to discuss some of the biggest stories of the week so far. They discussed the situation with David Seymour and his letter to the UN, financial audits for political parties, and Ginny's 50th birthday. LISTEN ABOVE See omnystudio.com/listener for privacy information.
In this episode, Claus Lauter and sourcing expert Omar Sasson discuss the critical aspects of sourcing from Asia, including the importance of having backup suppliers, the process of finding and verifying suppliers, navigating tariffs, and understanding cultural differences in communication. Omar shares his insights on how to improve sourcing strategies to boost margins and profits, emphasizing the need for thorough research and the value of working with experienced professionals in the field.Topics discussed in this episode: Why having only one supplier is the biggest sourcing mistake. Why contacting hundreds of suppliers ensures competitive pricing. What the four-phase sourcing process entails for success. Why backup suppliers must be developed before emergencies. How factory direct isn't always better than trading companies. What countries like Vietnam and India offer as China alternatives. Why cultural differences vary drastically across Asian regions. How moving to premium countries can increase product value. What landed cost reveals about true profitability. Why assuming miscommunication prevents costly supplier mistakes. Links & Resources Website: https://thesassoncompany.com/ LinkedIn: https://www.linkedin.com/in/omer-sasson-sourcing-qc-trade/ Get access to more free resources by visiting the show notes athttps://tinyurl.com/9raat2n5MORE RESOURCES Subscribe to our FREE Newsletter: https://newsletter.ecommercecoffeebreak.com/ Free Store Optimization Beginners Guide: Instant PDF Download!
John Maytham speaks to Matthew Parks, Parliamentary Coordinator for COSATU, to unpack the significance of Cyril Ramaphosa’s public audits. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5Follow us on social media:CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/CapeTalkCapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
In this special 250th episode of the ASC Podcast with John Goehle, we discuss HIPAA compliance in emails, cybersecurity threats, robotic surgery, surviving Department of Labor audits, and in our focus segment, Katie Pierson interviews John Goehle about the past and future of the podcast and emerging trends in the ASC Industry. This episode is sponsored by Surgical Information Systems, RFX Solutions, Medserve and Ambulatory Healthcare Strategies. Notes and Resources from this Episode: Paubox state of security report https://www.paubox.com/hubfs/Report%20Assets/2025-03-07_REPORT_StateofSecurity.pdf?utm_campaign=Demand%20Gen%20Nurture&utm_source=press_new Oregon Passes Bill to Block Corporate Takeovers of Medical Practices: https://www.healthcaredive.com/news/oregon-law-private-equity-in-healthcare-delivery/750526/ Remote Robotic Surgery! https://www.adventhealth.com/news/historic-telesurgery-connects-central-florida-and-angola-world-first-medical-breakthrough INFORMATION ABOUT THE ASC PODCAST WITH JOHN GOEHLE ASC Central, a sister site to http://ascpodcast.com provides a link to all of our bootcamps, educational programs and membership programs! https://conferences.asc-central.com/ Join one of our Membership Programs! Our Patron Program: Patron Members of the ASC Podcast with John Goehle have access to ASC Central - an exclusive membership website that provides a one-stop ASC Regulatory and Accreditation Compliance, Operations and Financial Management resource for busy Administrators, nurse managers and business office managers. More information and Become Member The ASC-Central Premium Access Program A Premium Resource for Ambulatory Surgery Centers including access to bootcamps, education programs and private sessions More Information and Become a Premium Access Program Members Today! Important Resources for ASCs: Conditions for Coverage: https://www.ecfr.gov/cgi-bin/text-idx?c=ecfr&rgn=div5&view=text&node=42:3.0.1.1.3&idno=42#se42.3.416_150 Infection Control Survey Tool (Used by Surveyors for Infection Control) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107_exhibit_351.pdf Updated Guidance for Ambulatory Surgical Centers - Appendix L of the State Operations Manual (SOM) https://www.cms.gov/Regulations-and-Guidance/Guidance/Manuals/downloads/som107ap_l_ambulatory.pdf https://www.cms.gov/medicareprovider-enrollment-and-certificationsurveycertificationgeninfopolicy-and-memos-states-and/updated-guidance-ambulatory-surgical-centers-appendix-l-state-operations-manual-som Policy & Memos to States and Regions CMS Quality Safety & Oversight memoranda, guidance, clarifications and instructions to State Survey Agencies and CMS Regional Offices. https://www.cms.gov/Medicare/Provider-Enrollment-and-Certification/SurveyCertificationGenInfo/Policy-and-Memos-to-States-and-Regions Other Resources from the ASC Podcast with John Goehle: Visit the ASC Podcast with John Goehle Website Books by John Goehle Get a copy of John's most popular book - The Survey Guide - A Guide to the CMS Conditions for Coverage & Interpretive Guidelines for Ambulatory Surgery Centers Linked In Post: In this special 250th episode of the ASC Podcast with John Goehle, we discuss HIPAA compliance in emails, cybersecurity threats, robotic surgery, surviving Department of Labor audits, and in our focus segment, Katie Pierson interviews John Goehle about the past and future of the podcast and emerging trends in the ASC Industry. This episode is sponsored by Surgical Information Systems, RFX Solutions, Medserve and Ambulatory Healthcare Strategies. Become a Patron Member of the Podcast! Patron Members of the ASC Podcast with John Goehle have access to ASC Central - an exclusive membership website that provides a one-stop ASC Regulatory and Accreditation Compliance, Operations and Financial Management resource for busy Administrators, nurse managers and business office managers. Go to https://asc-central.com/landing/plans/247448 to Become a member today!
In this episode of Lead Gen HQ, we take a comprehensive look at the website audit process tailored for small businesses. Discover how marketing experts assess your online presence and uncover critical insights through the discovery phase. From analyzing website performance to interpreting demographic data, we break down the essential steps that set the foundation for strategic growth.Learn how to leverage powerful tools like Google Keyword Planner and Census Data to fine-tune your digital marketing efforts and reach your ideal audience more effectively. Whether you're a small business owner aiming to boost your online impact or a marketing enthusiast eager to understand the audit process, this episode is packed with actionable advice and expert tips.Tune in to gain clarity on how a thorough website audit can transform your marketing strategy and pave the way for lasting success. It's time to unlock your business's full potential—don't miss out!
You Don't Want To Miss This One! SummaryIn this episode, Sean and Terry discuss the critical importance of proper documentation in healthcare, particularly focusing on the discrepancies that arise when dealing with cash patients versus insured patients. They emphasize that documentation should be consistent and thorough, regardless of the patient's financial status, to mitigate compliance risks and protect both providers and patients. The conversation also touches on the broader implications of healthcare practices, including the influence of insurance companies and pharmaceutical companies on treatment options.TakeawaysDocumentation should be universal across all patient types.Cash patients often receive inadequate documentation.Proper documentation protects against medical liability risks.Providers must document services regardless of insurance coverage.Documentation is essential for continuity of care.Inadequate records can harm patient care and outcomes.Compliance risks increase with poor documentation practices.Providers are responsible for documentation even after retirement.Audits can go back six years, regardless of provider status.Be proactive in documentation to prepare for audits.
Take your business into the modern world of digital marketing. We've compiled the ultimate guide to getting started, tips, resources, and more! Read the text version Register with Ritter Insurance Marketing Full-Service Digital Marketing Services: $99 Social ConciergeBee Disruptive Advertising Firebelly MarketingHubstaff Talent Ignite Visibility KlientBoostLinkedIn Lyfe Marketing ReminderMedia SEO DiscoveryUpwork Self-Service Digital Marketing Options: Buffer Constant Contact GoDaddy Google Ads HostGator HubSpot MailChimp Semrush SEO Meta in 1 Click Social Bee Squarespace Wix Resources: 3 Insurance Business Tools You Absolutely Can't Live Without Ritter Insurance Marketing Agent Compliance Handbook How to Market Yourself Online Webinar Field Notes on Traditional Marketing Integrity Tools Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You Introducing The Content Library for Health Insurance Agents Modern Medicare Marketing for Today's Agents FREE eBook Download PlanEnroll Ritter's Content Library Ritter Insurance Marketing Registration Form Social Media Marketing for Insurance Agents FREE eBook Download The Ultimate Agent Resource List Pt. 2: Keeping in Touch with Clients References: Kumar, Naveen. “167 Digital Marketing Statistics 2025 [Facts & Growth].” DemandSage, 4 Mar. 2025, https://www.demandsage.com/digital-marketing-statistics/. “Digital Marketing: Everything You Need to Know to Get It Right.” HubSpot Blog, https://blog.hubspot.com/marketing/what-is-digital-marketing. Accessed 16 June 2025. “Medicare Marketing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 16 June 2025. Nguyen, Stephanie T. “Can-SPAM Act: A Compliance Guide for Business.” Federal Trade Commission, 24 Jan. 2025, https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business/ . “Subpart V—Medicare Advantage Communication Requirements.” Code of Federal Regulations, eCFR.gov, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 16 June 2025. “Writing Alt Text for Infographics: Quick Tips.” WCAG Audits, ADA Accessibility Audits & Section 508 Audits, Bureau of Internet Accessibility, 7 Nov. 2023, https://www.boia.org/blog/writing-alt-text-for-infographics-quick-tips. Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/ Not affiliated with or endorsed by Medicare or any government agency. Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Jul 7, 2025 – Thinking about moving from a high-tax state to a low-tax state? You're not alone—and there are crucial steps you must take to avoid costly mistakes. In today's Lifetime Planning segment, Crystal Colbert goes through the essential dos...
Send us a textIn this episode, I had the incredible opportunity to sit down with Adrian Lopez, a former IRS revenue agent turned CPA, who just left the IRS last month to start his own practice. Adrian pulls back the curtain on what really happens during IRS audits and shares insider secrets that every bookkeeper and business owner needs to know.In this episode you'll hear:The real audit triggers that most people don't know about (hint: it's not filing extensions!)Why construction contractors and real estate investors are being targeted more frequentlyHow the IRS uses algorithms and financial status analysis to select audit candidatesWhat documentation and systems keep businesses safe from IRS scrutinyThe steps that practically guarantee a "no change" auditMeet Adrian LopezAdrian Lopez is a Certified Public Accountant (CPA) and a former IRS Revenue Agent.During his tenure with the IRS, he audited a wide range of self-employed individuals and small business owners, including dentists, doctors, construction contractors, restauranteurs, manufacturers, wholesalers, tax preparers, real estate professionals, landlords, money managers, and farmers.Now, Adrian is launching his own tax and accounting practice, dedicated to serving individuals, families, and small businesses.He offers a comprehensive suite of services, including individual and business income tax preparation, audit representation, advisory and consulting services, tax planning, and bookkeeping.Connect with Adrian LopezLinkedin: https://www.linkedin.com/in/adrianl1996/Website: https://www.anlcpa.com/Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Get access to the Dubsado Decoded Private Podcast Series here>>And watch for the Summer Sale (20% off) Dubsado Decoded, the course happening July 7-13.DubsadoDecoded.com Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify
How many of you have seen a website teardown and thought “Dude you literally have 0 data, this is just a vibes analysis?”I have that thought regularly. And it got me thinking about heuristic audits as a whole, and trying to understand what makes a good heuristic audit good, and a bad heuristic audit bad. I enlisted the help of my mortal enemy Rishi Rawat to explore this. Vibes were immaculate, and he actually said some smart things in this episode (shocker - I know). We got into:- The critical missing ingredients to take your heuristic from ‘shit' to not only trustworthy, BUT valuable- Where many heuristic audits fail to be meaningfully impactful (despite being positioned as such)- An exploration of “expert” vs “non-expert” heuristic audits (and why both are incredibly valuable)Timestamps:00:00 Episode Start2:08 What Is a Heuristic Audit (With Help from Ryan Thomas)8:53 Good Heuristic Audits Are Systematic in Nature12:22 The "Goal" of the Heuristic Audit May Be More Important Than the Process16:20 The Importance Of Data to Informing The Heuristic Audit22:01 Rishi Actually Says Something Smart27:07 Heuristic Audits Should Highlight BOTH The Good AND The Bad35:29 Many Heuristic Audits Don't Simulate Emotion (Yet They Should....)Go follow Rishi Rawat on LinkedIn: https://www.linkedin.com/in/rawatrishi/Go check out the homie Ryan Thomas: https://www.linkedin.com/in/ryancharlesthomas/ Also go follow Shiva Manjunath on LinkedIn: https://www.linkedin.com/in/shiva-manjunath/Subscribe to our newsletter for more memes, clips, and awesome content! https://fromatob.beehiiv.com/And go get your free ticket for the Women in Experimentation - you might even be entered to win some From A to B merch! : https://tinyurl.com/FromAtoB-WIE
Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe [DS]/[CB] manipulated the people into believing we were in a climate crisis, they changed the graphics to convince you it was hotter than the past, big fail. Elon is focusing in on the [CB] system and bringing attention to it. Michael Horowitz has been named IG of the Fed. Pieces are put into place. BBB passed Senate, this is just the beginning. The [DS] was distracted with the BBB, they went after the section that Trump setup to draw them away from what he wants. Trump calls for the arrest of Mayorkas. The [DS] had Elon and used his technology. They gave the tech to Iran and NK to build rockets to be used for WWIII. It seems that Trump is setting Elon free from all that by cutting all subsidies to the the green new scam. Optics are important. All roads lead to Obama and the [CB]. Economy https://twitter.com/cruadin/status/1940008358347489779 https://twitter.com/MarioNawfal/status/1939930016306942088 the mandates would be going, and he's said repeatedly in the past that the EV subsidy should end: “If you eliminated all EV incentives tomorrow, Tesla's competitive position would improve significantly. I'll say that again. If you eliminated all EV tax credits, Tesla's position would improve immediately.” S https://twitter.com/WarClandestine/status/1939910877563490753 https://twitter.com/WarClandestine/status/1939915436943872198 https://twitter.com/KobeissiLetter/status/1940001236108918819 https://twitter.com/elonmusk/status/1939909939037901204 The U.S. debt ceiling has been raised, extended, or revised 78 times since 1960, according to multiple sources, including the U.S. Department of the Treasury and the Council on Foreign Relations. This includes 49 times under Republican presidents and 29 times under Democratic presidents. Some sources, like USA Today, suggest it has been raised at least 100 times since 1940, but the most commonly cited figure for the modern era (post-1960) is 78. Over the years, the debt ceiling has not been an effective mechanism for stopping waste and fraud in government spending. The debt ceiling is a legislative cap on the total amount of debt the U.S. government can incur, requiring Congressional approval to raise or extend it to allow continued borrowing for existing obligations, such as funding authorized programs, servicing debt, and meeting other financial commitments. Its primary function is to limit the government's borrowing capacity, not to regulate the quality, efficiency, or integrity of spending.Why the Debt Ceiling Doesn't Stop Waste and Fraud: The debt ceiling addresses the aggregate level of federal debt, not specific budget items or program management. It does not inherently scrutinize or eliminate wasteful or fraudulent expenditures, which occur within the budgeting and execution of individual programs. Debt ceiling debates often serve as political leverage for broader fiscal or policy negotiations (e.g., spending cuts or tax reforms). While these discussions may occasionally highlight waste or fraud rhetorically, the ceiling itself does not directly target or address such issues. For example, during debt ceiling negotiations in 2011 or 2023, the focus was on overall spending reductions or policy concessions, not specific anti-fraud measures. Waste and fraud are typically addressed through other processes, such as: Audits by the Government Accountability Office (GAO) or Inspectors General (IGs) within federal agencies.
On this episode of Beyond Multifamily, Amanda Cruise and Ash Patel interview Sean Graham, founder of Maven Cost Segregation. Sean shares how he uses AI tools like ChatGPT for streamlining both personal and professional tasks, including investigating financial fraud. The conversation dives deep into Sean's transition from residential to self-storage investing, why it's not as passive as it seems, and how he built a lean, global operations team to manage over 1,000 units. They also unpack cost segregation strategies, the likelihood of 100% bonus depreciation returning, and the nuances of audit risk in tax planning. Sean Graham Current role: Founder, Maven Cost Segregation Tax Advisors Based in: Detroit, Michigan Say hi to them at: sean@mavencosseg.com or mavencostseg.com/bestever Get a 4-week trial, free postage, and a digital scale at https://www.stamps.com/cre. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Natalia Toronyi, a finance executive with nearly 20 years of experience in financial transformation. The conversation delves into Natalia's impressive journey from navigating life during the collapse of the Soviet Union in Ukraine to leading financial transformations in major global companies. The episode explores how AI is reshaping finance, particularly in the areas of internal audits, treasury, and talent management. Natalia shares insights on the real-world applications of AI in finance, discussing both its potential and challenges.Natalia Toronyi is a finance executive with nearly two decades of experience leading financial transformations across various sectors, particularly in Fortune 500 global industrial manufacturing companies. Known for her problem-solving mindset and focus on data-driven decision-making, Natalia has led numerous automation and digital transformation projects. Her passion for people-first leadership, integrity, and innovation has made her a trusted leader in the finance space.Expect to Learn:How AI is reshaping traditional finance roles, especially in audits and treasury.Why standardized operating procedures (SOPs) are crucial for successful AI implementation.How to evaluate AI tools effectively, focusing on scalability, ROI, and integration with existing systems.The evolving skillsets finance leaders should prioritize in the era of AI.Natalia brings clarity, depth, and a grounded perspective to the conversation around AI in finance. If you've ever felt overwhelmed by the speed of technological change or unsure where to begin with AI integration, this episode offers a refreshing take. Her insights are both practical and empowering, showing that transformation starts with well-defined processes and a people-first mindset. Follow Natalia:LinkedIn - https://www.linkedin.com/in/nataliatoronyi/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:59] - Natalia's Journey[05:41] - Generative AI Shift[07:08] - Treasury Insights[09:57] - Audits with AI[12:39] - Documenting SOPs[14:15] - Evaluating Tech
Whole house energy home audits are the best way to determine how your home is performing in the hot and cold months. Rosie Certified Partner Sean McGraw of FOR Energy shares with us the typical findings of an energy audit and offers ways to fix them for a more efficient confortable home and lower energy bill. Original broadcast archive page with expanded content https://rosieonthehouse.com/podcast/on-the-house-hour-plug-the-leaks-energy-audits-for-a-more-efficient-home-with-for-energy/
Earmark Media Presents a bonus episode of Earmark Podcast: What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to examine the research behind the PCAOB's effectiveness and what elimination could mean for audit quality. You'll discover why companies with clean audit inspections can raise capital more easily, how the infamous "40% deficiency rate" actually works, and why these researchers believe dismantling the PCAOB could undermine trust in U.S. capital markets. The conversation reveals the hidden economics of audit oversight and explains why there hasn't been a major public company fraud since Enron and WorldCom.Chapters(00:00) - Welcome to the Show (01:10) - Meet the Experts (02:59) - Discussion on PCAOB's Elimination (08:17) - Research Insights on PCAOB's Effectiveness (20:11) - Deficiency Rates and Audit Quality (24:50) - Economic Impact of Fraud and PCAOB's Role (25:20) - Regulatory Model of the PCAOB (25:59) - Incentive Structure and Audit Quality (26:59) - Inspection Deficiency Rates (28:54) - Restatement Rates vs. Deficiency Rates (30:23) - Auditor-Client Relationship Tensions (31:42) - Documentation Issues in Audits (35:15) - Effectiveness of PCAOB Inspections (37:49) - Impact of PCAOB on Financial Reporting Quality (40:33) - Potential Elimination of the PCAOB (44:00) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Maureen McNicholshttps://www.gsb.stanford.edu/faculty-research/faculty/maureen-mcnicholsNemit Shroffhttps://mitsloan.mit.edu/faculty/directory/nemit-shroffDaniel Aobdiahttps://directory.smeal.psu.edu/dza5396Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/